) icon to
select, the organization that will be associated with the first level
manager.Use this screen to identify the first level manager and second level manager for an organization, as well as the human resources representative for that organization. The First Level Manager ID defined in this table will default into the Employee Salary Info and History table in Costpoint Employee based on the organization to which each employee is assigned. When creating records in this screen, you must enter data in the First Level Manager field for all levels of an organization to which a manager applies – even if the manager ID for each related lower level organization is the same as the top level organization. If Costpoint attempts to reference an organization to which no First Level Manager is assigned, no manager will default and a warning message will display.
Before you can initialize this table, you must set up organizations in Costpoint General Ledger, and you must establish the Basic Employee Info screen (People » Employee » Basic » Employee Setup) for employees designated as first-level managers.
Click the New Line button on
the toolbar and enter, or use the binoculars () icon to
select, the organization that will be associated with the first level
manager.
Enter, or use to select, the employee ID of the first
level manager who belongs with the entered home organization. This is
a required field.
This field displays the name of the selected first level manager.
Enter, or use to select, the employee ID of the second
level manager who belongs with the entered home organization. This is
an optional field.
This field displays the name of the selected second level manager.
Enter, or use to select, the employee ID of the human
resources representative, if applicable. This is an optional field.
The name of the selected human resources representative displays here.
Changes to this screen update the following tables:
Managers/HR Reps by Org - ORG_MGR_DFLT
Basic Employee Info - EMPL
Organizations - ORG